WPC - Alluvial Capital Management Q4 2023 Letter To Partners
2024-01-27 09:35:00 ET
Summary
- Alluvial Fund follows the same successful investment strategies used by Alluvial in managing separate accounts, focusing on value opportunities in small companies and thinly-traded issues, both domestically and internationally.
- Alluvial Fund returned 3.2% in the fourth quarter, bringing our return to 15.1% for the full year.
- As the mighty American stock market hits news highs, I think already neglected markets like Canada’s could offer even more mis-priced securities - fertile grounds for finding opportunities if you don’t mind under-performing in the short run.
Dear Partners
Alluvial Fund returned 3.2% in the fourth quarter, bringing our return to 15.1% for the full year....
Alluvial Capital Management Q4 2023 Letter To Partners